You are cordially invited to a CE Seminar
Business Succession Planning for the Family Business
· 2 CE Credits
· This classroom course will help the participant understand the transfer planning strategies available to the
family business owner.
· You will look at the objectives and challenges of the family business owner and the need to balance business
objectives with the family’s needs.
· At the end of the session, the participant will understand why it is important to start planning early for the succession of a family business.
Mark your calendars!
Date Tuesday, May 17
Time 11:30am - 1:00pm
Location Seasons 52
2502 E. Camelback Road
Phoenix, Arizona 85340
RVSP Friday, May 14
To register, please contact me:
Allan Small, Brokerage Director
MassMutual Financial Group - Phoenix
11001 North Black Canyon Highway, Suite 190
Phoenix, Arizona 85029-4719
Office phone 602.387.5259
MassMutual. We’ll help you get there.®
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.
For Continuing Education purposes only. Not for use with the general public.